PSG INVESTMENT ADVISORS, LLC
CRD #161943 SEC #801-74506 FULTON, MD 301-543-6000
SEC Registered
Total AUM
$18.8M
Discretionary
$18.8M
Employees
4
Clients
0
Accounts
1
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 18, 2019
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| GRETCHEN, LAUREN, GAIL | I | CHIEF COMPLIANCE OFFICER | NA | |
| GRETCHEN, LAUREN, GAIL | I | CHIEF COMPLIANCE OFFICER | NA | |
| GRETCHEN, LAUREN, GAIL | I | CHIEF COMPLIANCE OFFICER | NA | |
| GRETCHEN, LAUREN, GAIL | I | CHIEF COMPLIANCE OFFICER | NA | |
| GRETCHEN, LAUREN, GAIL | I | CHIEF COMPLIANCE OFFICER | NA | |
| GRETCHEN, LAUREN, GAIL | I | CHIEF COMPLIANCE OFFICER | NA | |
| GRETCHEN, LAUREN, GAIL | I | CHIEF COMPLIANCE OFFICER | NA | |
| GRETCHEN, LAUREN, GAIL | I | CHIEF COMPLIANCE OFFICER | NA | |
| GRETCHEN, LAUREN, GAIL | I | CHIEF COMPLIANCE OFFICER | NA | |
| GRETCHEN, LAUREN, GAIL | I | CHIEF COMPLIANCE OFFICER | NA | |
| GRETCHEN, LAUREN, GAIL | I | CHIEF COMPLIANCE OFFICER | NA | |
| PSG COMPANIES, LLC | DE | MEMBER | E | Control |
| PSG COMPANIES, LLC | DE | MEMBER | E | Control |
| PSG COMPANIES, LLC | DE | MEMBER | E | Control |
| PSG COMPANIES, LLC | DE | MEMBER | E | Control |
| PSG COMPANIES, LLC | DE | MEMBER | E | Control |
| PSG COMPANIES, LLC | DE | MEMBER | E | Control |
| PSG COMPANIES, LLC | DE | MEMBER | E | Control |
| PSG COMPANIES, LLC | DE | MEMBER | E | Control |
| PSG COMPANIES, LLC | DE | MEMBER | E | Control |
| PSG COMPANIES, LLC | DE | MEMBER | E | Control |
| PSG COMPANIES, LLC | DE | MEMBER | E | Control |
| GIORDANI, JONATHAN, VICTOR | I | MEMBER | B | |
| GIORDANI, JONATHAN, VICTOR | I | MEMBER | B | |
| GIORDANI, JONATHAN, VICTOR | I | MEMBER | B | |
| GIORDANI, JONATHAN, VICTOR | I | MEMBER | B | |
| GIORDANI, JONATHAN, VICTOR | I | MEMBER | B | |
| GIORDANI, JONATHAN, VICTOR | I | MEMBER | B | |
| GIORDANI, JONATHAN, VICTOR | I | MEMBER | B | |
| GIORDANI, JONATHAN, VICTOR | I | MEMBER | B | |
| GIORDANI, JONATHAN, VICTOR | I | MEMBER | B | |
| GIORDANI, JONATHAN, VICTOR | I | MEMBER | B | |
| GIORDANI, JONATHAN, VICTOR | I | MEMBER | B |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| CARSON, ROBERT, HAYES | I | PSG COMPANIES, LLC | D | Control |
| CARSON, ROBERT, HAYES | I | PSG COMPANIES, LLC | D | Control |
| CARSON, ROBERT, HAYES | I | PSG COMPANIES, LLC | D | Control |
| CARSON, ROBERT, HAYES | I | PSG COMPANIES, LLC | D | Control |
| CARSON, ROBERT, HAYES | I | PSG COMPANIES, LLC | D | Control |
| CARSON, ROBERT, HAYES | I | PSG COMPANIES, LLC | D | Control |
| KVECH, TIMOTHY, JERRY | I | PSG COMPANIES, LLC | D | Control |
| KVECH, TIMOTHY, JERRY | I | PSG COMPANIES, LLC | D | Control |
| KVECH, TIMOTHY, JERRY | I | PSG COMPANIES, LLC | D | Control |
| KVECH, TIMOTHY, JERRY | I | PSG COMPANIES, LLC | D | Control |
| KVECH, TIMOTHY, JERRY | I | PSG COMPANIES, LLC | D | Control |
| KVECH, TIMOTHY, JERRY | I | PSG COMPANIES, LLC | D | Control |
| BRISKIN, LAWRENCE, JAY | I | PSG COMPANIES, LLC | C | Control |
| BRISKIN, LAWRENCE, JAY | I | PSG COMPANIES, LLC | C | Control |
| BRISKIN, LAWRENCE, JAY | I | PSG COMPANIES, LLC | C | Control |
| CARSON, ROBERT, HAYES | I | PSG COMPANIES, LLC | C | Control |
| CARSON, ROBERT, HAYES | I | PSG COMPANIES, LLC | C | Control |
| CARSON, ROBERT, HAYES | I | PSG COMPANIES, LLC | C | Control |
| CARSON, ROBERT, HAYES | I | PSG COMPANIES, LLC | C | Control |
| CARSON, ROBERT, HAYES | I | PSG COMPANIES, LLC | C | Control |
| HANNAHS, DONALD, STERLING | I | PSG COMPANIES, LLC | C | Control |
| HANNAHS, DONALD, STERLING | I | PSG COMPANIES, LLC | C | Control |
| HANNAHS, DONALD, STERLING | I | PSG COMPANIES, LLC | C | Control |
| HANNAHS, DONALD, STERLING | I | PSG COMPANIES, LLC | C | Control |
| HANNAHS, DONALD, STERLING | I | PSG COMPANIES, LLC | C | Control |
| KVECH, TIMOTHY, JERRY | I | PSG COMPANIES, LLC | C | Control |
| KVECH, TIMOTHY, JERRY | I | PSG COMPANIES, LLC | C | Control |
| KVECH, TIMOTHY, JERRY | I | PSG COMPANIES, LLC | C | Control |
| KVECH, TIMOTHY, JERRY | I | PSG COMPANIES, LLC | C | Control |
| KVECH, TIMOTHY, JERRY | I | PSG COMPANIES, LLC | C | Control |
Registrations
Federal
IA
Mar 18, 2019 REGISTERED
Notice Filings (1)
MD
Address
8161 MAPLE LAWN BLVD.SUITE 400
FULTON, MD 20759
United States
Phone: 301-543-6000